A Team Committed
to Your Unique Goals
At Wenrich Wealth, our focus is on
our CLIENTS and our COMMUNITY
No one strategy fits everyone, which is why every client gets our undivided attention -- from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
At Wenrich Wealth, we help clients work towards their goals by focusing exclusively on their needs, values and objectives. We provide top notch service at every opportunity and keep each of our client's needs top of mind.
Our process revolves around goal setting, planning and execution. We help clients identify, prioritize and pursue the goals most important to them.
J. J. Wenrich CFP® is the president and founder of Wenrich Wealth and a 20 year veteran of the investment and financial services business.
He is a CERTIFIED FINANCIAL PLANNER professional and a graduate of the University of Kansas School of Business.
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While he is known for his in depth research and analysis, J. J. loves to simplify the complex for his clients.
A noted advocate for financial education, he published his book Teaching Kids to Buy Stocks: Stories and Lessons for Grown-Ups in 2019. He has been featured on numerous podcasts and radio shows, is a frequent guest speaker.
His wife Jodie Wenrich serves as Client Service Manager for Wenrich Wealth. The two met as rookie financial advisors in 2001 and were married shortly thereafter.
Phone: 949.547.4313
5613 Costa Maritima
San Clemente, CA 92673
J. J. and Jodie in their rookie days as financial advisors in Kansas.